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Report Filtering on a Cell
Hi all, Is it an option to Filter out items based on 1 cell in a sheet? We have a project plan and there is a cell that designates the entire project complete that is at the top. Is there a way to exclude data from sheets that have that cell as complete or do you have to filter based on an entire column? Thanks for any…
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Help with 30/60/90 day view of resources
Hi, I'm trying to build a report that will provide me a 30/60/90 day view of all resources. How many tasks are assigned to each resource in these time boxes. I'm finding if you have multiple resources assigned to a task the report doesn't count/assign it to both resources for example. Is there any way around this?
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Countifs formula to count a value within a date range?
Our company has ongoing surveys and the raw data is organized by different dates (dates the survey was complete). We want to only count the cells for a particular date range in our calculations sheet to give us the survey results for that time frame. For example: I only want smartsheet to look at the surveys completed…
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Self-updating report based on sheets in folder
Hi there, Is there a way that I can build a report so that when a new sheet is added to a smartsheet folder, the contents of the sheet then automatically gets compiled into a report? I saw that it was possible to select a folder when building a report, which I was really hoping would have that functionality. But it looks…
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Is there any way to filter a row report by a sheet summary field value?
As an example, I have hundreds of project sheets in a workspace. Each sheet has a sheet summary that defines the owner, type and status of the project, among other things. I need to get a row report of open tasks, but I only want to include sheets that have a sheet summary status of Follow Up. I don't want to have to…
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Dashboard - missing source report error when report shared as advanced dashboard viewer
My team are getting a error of "Missing Source Report" when viewing their Dashboard for any reports that are set with the advanced report widget option of Dashboard Viewer. They can see it if I change it to Widget Editor however, they only see my information as the report creator not their own as it should be for the…
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Rolling up multiple projects onto a dashboard
Is there a way to roll up the critical pathways and key milestones for multiple projects / smartsheets into one dashboard?
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Template for tracking vehicle orders
Hello Smartsheet community, New to Smartsheet and hoping there is a timeplate that can help me with tracking vehicle orders. I have multiple orders open that I am waiting for the vehicles to be delivered. The orders vary from 1 to 75 vehicles and are of various make & models. I need to report on the overall status of all…
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Displaying Pending and Submitted Update Requests through Reports or Dashboards
Hi, I am using smartsheet to manage the project work plan. Through the automation, I am sending update requests to task managers. I am worried that the update request emails be lost as some people regard them as spam emails. I thought if I can I show a list of pending and submitted update requests on either a report or…
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Report / Compile Data on Multiple Sheets and select different date ranges
Two separate sheets: Employees: a sheet that contains a list of all employees Data: a sheet that contains data for some employees by quarter and by fiscal year The two sheets contain a common element: Contact name/employee email address I would like to see all employees with or without data for each quarter for one or more…